Creating a Custom Purchase Contract Approval Workflow
This section provides general instructions and guidelines when creating a custom Purchase Contract Approval Workflow. You have to plan the customization to avoid breaking the flow of processing when changing the workflow components or reordering the sequence of actions. For instance, if a transition depends on the value of a field, ensure you are correct when you modify the field.
After creating your custom workflow, you have to disable the original Purchase Contract Approval Workflow. To do so, change the release status to Not Running. When the original workflow has been disabled, you can run the custom workflow by changing its release status to Released. For instructions on running the workflow, see Running the Purchase Contract Approval Workflow.
To edit a state:
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From the workflow diagram, double-click the state you want to edit.
Alternatively, click the state from the workflow diagram, and then on the right navigation pane click the pencil icon.
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On the Workflow State page, in the Actions subtab, click Edit.
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On the Workflow Action page, you can update the condition, trigger, parameters, or transfer the action to another state.
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To add a new action, on the Workflow State page, click New Action.
For more information about workflow actions, see Working with Actions.
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To update a transition, on the Transitions subtab, next to the transition, click Edit.
You can modify the condition or state where the purchase contract will be transferred to.
For instructions on updating or creating transitions, see Working with Transitions.
To reorder an action:
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To view an action, go to the State page where it is executed.
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On the Workflow State page, drag and drop the action to its new position.
Alternatively, on the Workflow State page, next to the action, click Edit. On the Workflow Action page, in the Insert Before field, select the action that should follow the other one.
For more information, see Reordering Actions.
To modify an email notification:
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On the Workflow State page, click the Actions subtab.
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Next to the action you want to modify, click the Send Email.
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On the Workflow Action page, find the Content section.
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You can update the text, font, or style Subject and Body fields.
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Click Save.
For more information, see Send Email Action.
To add a custom field:
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To create an instance field, you have to define it on the workflow page.
Custom fields can be used across all states of a workflow, called instance fields, or limited to a state, called state fields.
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On the workflow details pane, click the Workflow subtab
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Click the Fields subtab.
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To define the new field properties, click New Workflow Field.
Alternatively, from the Workflow page, on the Workflow subtab, click the pencil icon, and then click New Field.
Note:Do not edit or modify existing workflow fields.
To create a state field:
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Open the State page by double-clicking the state on the workflow diagram or clicking the pencil icon on the navigation pane.
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Click the Fields subtab.
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Click New Field.
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On the Workflow State Field page, enter the properties for the new custom state field.
For more information, see Working with Custom Fields.